Retirement plan

EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

Name: GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED - EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED (2022) Form 5500
Creator: GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED, GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

GITHENS CENTER FOR THE PHYSICALLY HANDICAPPEDEIN 21-0695537Plan #003PY 2022

40 CEDAR ST - MOUNT HOLLY, NJ 080601613609-261-1667

Other plans on this EIN

1 filing

#001Retirement-$186K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-12.1% from 2021

Total participants

+5.0% from 2021

Average account balance

$54,619

-12.1% from 2021

Annual return

-17.10%

-29.33 pp from 2021

Benchmarks

See 105,930 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,930 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.62M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$85K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

211.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2675

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2F

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$1102 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.807%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,619

$167,353-67.4%

$143,797-62.0%

$134,545-59.4%

Participation rate

87.5%

84.8%+2.7pp

80.3%+7.2pp

81.2%+6.3pp

Annual return

-17.10%

0.48%-17.6pp

-0.04%-17.1pp

418.37%-435.5pp

Employer contribution / active EE

$1,602

$5,620-71.5%

$4,952-67.7%

$4,742-66.2%

Participant deferral / active EE

$7,209

$6,447+11.8%

$5,638+27.9%

$6,401+12.6%

Admin fee / account holder

$441

$18,096-97.6%

$14,679-97.0%

$11,431-96.1%

EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF GITHENS CENTER FOR THE PHYSICALLY HANDICAPPED

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion